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SaaS & Enterprise Software

Software as a service sells business applications by subscription, trading a large upfront licence for predictable recurring revenue. Keeping and growing existing customers matters more to the investment case than winning new ones.

266 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
376	Employees Provident Fund Board Shah Alam, Malaysia	$238M	-$16.1M	3	8.09%	Reduced
377	TCM Tran Capital Management San Rafael, California	$237M	-$7.94M	5	5.14%	Reduced
378	Nicholas Company Milwaukee, Wisconsin	$237M	-$10.6M	12	4.46%	Reduced
379	SCA Southpoint Capital Advisors New York	$236M	+$19.5M	2	10.1%	Increased
380	Tocqueville Asset Management New York	$235M	-$19M	29	2.77%	Reduced
381	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$232M	+$11.7M	2	11.95%	Increased
382	PIM Platinum Investment Management Sydney Australia 2000, Australia	$232M	+$5.72M	3	4.64%	Increased
383	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$231M	-$4.15M	21	4.53%	Reduced
384	Nomura Asset Management Tokyo, Japan	$229M	-$2.75M	25	4.08%	Reduced
385	BRC Blue Ridge Capital New York	$229M	+$116M	3	2.6%	Increased
386	CI Global Investments Oakland, California	$228M	+$131M	7	4.91%	Increased
387	EPCM Eton Park Capital Management New York	$228M	+$31M	2	6.58%	Increased
388	NSCM New South Capital Management Memphis, Tennessee	$228M	+$49.1M	3	5.72%	Increased
389	Asset Management One Tokyo, Japan	$227M	-$8.79M	35	2.8%	Reduced
390	CC Capital Counsel New York	$225M	-$1.33M	5	10.73%	Reduced
391	DCM Daruma Capital Management New York	$224M	-$21.3M	3	10.01%	Reduced
392	HighTower Advisors Chicago, Illinois	$223M	+$20.1M	29	3.31%	Increased
393	Oregon Public Employees Retirement Fund Tigard, Oregon	$222M	+$3.83M	35	5.15%	Increased
394	NEAM New England Asset Management Farmington, Connecticut	$221M	+$1.61M	4	5.43%	Increased
395	MAMU Marathon Asset Management (UK) London, United Kingdom	$219M	-$15.9M	4	5.3%	Reduced
396	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$219M	-$30.1M	9	6.23%	Reduced
397	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$219M	$0	1	15.41%	Maintained
398	IC Inverness Counsel New York	$219M	-$6.7M	7	16.1%	Reduced
399	WestEnd Advisors Charlotte, North Carolina	$219M	-$1.16M	2	9.83%	Reduced
400	MVIP Mar Vista Investment Partners Los Angeles, California	$218M	+$11.3M	3	12.41%	Increased